Harvest Portfolios Group Inc.
Harvest Portfolios Group Inc. is a Canadian investment solutions provider headquartered in Oakville, Ontario. Founded in 2009, the firm specializes in equity income and growth-focused exchange-traded funds (ETFs), targeting high-growth industries such as healthcare and technology. The company employs around 35 people and serves investors seeking consistent income and enhanced returns, with a particular focus on retirees.
Investment Strategy
Harvest ETFs employs a covered call strategy across its range of equity income and growth-focused ETFs, concentrating on strong, financially sound businesses. The firm aims to generate high monthly income for investors while pursuing long-term capital growth, primarily through investing in leading companies in sectors like healthcare, technology, and global income. Their strategy caters especially to clients seeking reliable cash flow and capital preservation, notably retirees.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TLT | ISHARES TR 20 YR TR | 7.19% | $309.1M | 3,502,299 | $93.86 | $88.25 | -$22.2M |
M MSTR | MICROSTRATEGY INC | 6.66% | $286.2M | 708,040 | $363.07 | $404.23 | +$213.8M |
N NVDA | NVIDIA CORPORATION | 4.21% | $180.9M | 1,144,750 | $105.20 | $157.99 | +$77.4M |
I IEF | ISHARES TR | 3.48% | $149.8M | 1,563,900 | $95.15 | $95.77 | +$12.1M |
L LLY | ELI LILLY & CO | 2.93% | $126.2M | 161,867 | $621.12 | $779.53 | +$22.0M |